Visma eAccounting + Projekly – Project Management, CRM, HR & Invo Integration

If you're using Visma eAccounting and Projekly to manage your work, you'll want to make sure that contact-creation task are automatically created in Projekly. That way, you can easily keep track of who owes you what and when they're supposed to pay!

If you are using Visma eAccounting, then you may want to also use Projekly to manage your customer relationships. With the help of this automation, whenever you create a contact in Visma eAccounting, a corresponding client will be created in Projekly.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you use Visma eAccounting to manage your invoice, you can also use Projekly to create and manage task associated with those invoice. Creating a task in Projekly will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

If you use Visma eAccounting as your bookkeeping software, there's an easy way to create task in Projekly. With the help of this automation, whenever you create a new order in Visma eAccounting, a task will automatically be created in Projekly for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!

In order to keep your accounting and customer records in sync, when you create a client in Projekly, this automation will automatically create a contact in Visma eAccounting.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Projekly and Visma eAccounting!